Contents of the Export eProcurement Items and Line Charge Types Screen

Use the fields and options to configure the Export eProcurement Items and Line Charge Types screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Item

Use the following fields to select a range of items to be exported and downloaded into the text file.

Field	Description
Option	Select the range of items to export from the drop-down list. Valid options are: All One Range From Beginning To End
Start	Enter, or click to select, the starting item ID to be exported.
End	Enter, or click to select, the ending item ID to be exported.
Non-Contiguous Ranges	Select this check box to create a customized, non-contiguous list of items that will be exported into the appropriate text files. The non-contiguous range is different from using Range from the Option drop-down list, because it allows for a custom selection of multiple ranges of item IDs. When you select this check box, add multiple ranges in the Item Non-Contiguous Ranges subtask. Note: The ranges found in the Item Non-Contiguous Ranges subtask can only be processed if the Non-Contiguous Ranges check box is selected. Otherwise, the item selection on the main screen will be processed instead.

Commodity

Use the following fields to select a range of commodity codes that are linked to the range of items to be exported and downloaded into the text file.

Field	Description
Option	Select the range of commodity codes that will be exported from the drop-down list. Valid options are: All One Range From Beginning To End
Start	Enter, or click to select, the starting commodity code to be exported.
End	Enter, or click to select, the ending commodity code to be exported.

Line Charge Type

Use the following fields to select a range of line charge types (for miscellaneous lines) to be exported and downloaded into the text file. You can enable the following fields when you select the Export Line Charge Types check box. If you clear the Export Line Charge Types check box, the Line Charge Type Option drop-down list will default to All, and the corresponding Start and End fields will be disabled.

Field	Description
Option	Select the range of line charge types to export from the drop-down list. The valid options are: All One Range From Beginning To End
Start	Enter, or click to select, the starting line charge type to be exported.
End	Enter, or click to select, the ending line charge type to be exported.

Options

Selection Option

Select an option in this group box to indicate the method to select and export item and line charge type information into delimited text files.

Field	Description
Manually Select Items	Select the Manually Select Items option to manually select the items and line charge types to be downloaded. Item and line charge information will be exported based on the settings in the Selection Ranges group box.
Select New/Changed Items	Select the Select New/Changed Items option to have the application select items and line charge types that had changes since the last time data was exported with the Update Last Export Date/Time check box selected. The application will export only those items and line charge types that have a time stamp later than the item export date and time. When you select this option, the Last Export Date/Time field will display this information, and the Update Last Export Date/Time check box will be automatically selected.
Last Export Date/Time	When you select the Select New/Changed Items option, this field displays the date and time in which the most recent item and line charge type information was exported with the Update Last Export Date/Time check box selected. If you run the application with the Update Last Export Date/Time check box selected, the Last Export Date/Time will be updated with the last date and time that the export file was created.

Export Option

Field	Description
Export Buy Parts	Select this check box to include all Buy parts in the export process based on the item range.
Export Make Parts	Select this check box to include all Make parts in the export process based on the item range. Note: A part's Make/Buy status is assigned on the Manage Parts screen in Costpoint Product Definition.
Export Goods	Select this check box to include all goods in the export process based on the item range.
Export Services	Select this check box to include all services in the export process based on the item range.
Export Line Charge Types	Select this check box to export line charge types for miscellaneous lines. Selecting this check box enables the fields in the Line Charge Type in the Selection Ranges group box. If you clear this check box, line charge type data will not be processed.
Update Last Export Date/Time	Select this check box to prevent future downloads from including any item and/or line charge type changes made prior to the Last Export Date/Time. If you select this check box, the Last Export Date/Time field will update with the date and time in which the most recent item and/or line charge type information was successfully processed and exported to the file.

Generate

Field	Description
File Location	Enter the location of the file you are exporting. There are two ways to do this: In the File Location field, enter, or click to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen. Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.
File Name	Enter the name that you like to assign to the file that you will export.
Auto-Name Files	If this check box is selected, the File Name field will be disabled, and Costpoint will automatically assign the exported file name(s) when you run the process. The item file will be named "ITM_MMDDYYHHMMT." The "MMDDYY" character string represents the system month, day, and year, and "HHMM" indicates the hour and minute in which the export file was generated. PM hours are expressed as "13" through "23." The "T" character displays as "A" or "R" if the "Append" or "Replace" option is selected, respectively, in the Update Option group box.

Update Option

Select an Update Option from the drop-down list. The values are:

Field	Description
Append	Select this option to append new item information to the files already in the eProcurement database. If the exported item does not yet exist in the eProcurement item table, it will be added. If the exported item exists in eProcurement, it will be overwritten with the exported data. Other eProcurement items will not be affected.
Replace	Select this option to replace all existing item information in the eProcurement database with the new item information that will be exported in this process. Note: Selecting the Replace option will delete all item and line charges that currently exist in eProcurement but have no records in the input file. You should keep the Append option selected before processing until you are certain that existing data can be overwritten.
Export eProcurement Items and Line Charge Types	Click on the toolbar and select Export EProcurement Items and Line Charge Types to initiate the process.
Creating Export Files and Uploading to eProcurement	After you populate the fields on this screen and click on the toolbar, the application exports the item and line charge type data from the Item and Line Charge Type tables in Costpoint Product Definition and Costpoint Purchasing, respectively, based on the selection options entered on the screen. The application then exports this information into one delimited text file. If the Auto-Name Files check box is selected, the file name format is "ITM_MMDDYYHHMMT.TXT". The application creates the file in ASCII text format (with each field separated with a tilde "~") and exports it to the alternate file location that is specified in the File Location field. The file will include your organization's eProcurement customer ID (located in the EPROCURE_EXP_LOG table) to ensure the proper rows are updated in the eProcurement database.

Subtask

Subtask	Description
Item Non-Contiguous Ranges	Click this link to open the Item Non-ContiguousRanges subtask.